moat-funnel
按严格的护城河优先顺序把公司过一遍,不是写研究报告或给买卖建议,而是一个不可打乱顺序的九道筛选门,遇到第一道不过就直接淘汰,不会用低估值来挽救低质量业务。用在想判断某家公司是否值得长期持有或快速筛选投资标的时。只有通过质量门后才会看估值和细节,整个流程强调纪律性和可审计的否决点。
▸ 展开 SKILL.md 英文原文
A gated, moat-first pipeline for judging whether a company is worth investing in as a long-term holding. Use it WHENEVER the user wants to screen, evaluate, vet, or research a specific company or stock for investment quality — e.g. "帮我看看这家公司值不值得投", "分析一下 X 的护城河", "这个标的能不能投", "screen this stock", "is X a good business", "run X through the funnel", or when they name a company and ask for an investment-quality judgment. Trigger even without the words "skill" or "funnel". It is NOT a research-report generator or buy/sell recommender — it runs a fixed nine-gate elimination funnel in strict order, HALTS at the first failed gate, and refuses to look at valuation until quality is proven. Do NOT trigger for simple factual or transactional queries — a stock price, a news headline, an earnings date, "what does X do" — those get a normal direct answer, not the funnel.
帮我安装这个 skill:https://raw.githubusercontent.com/zhouwen-ai/moat-funnel/main/SKILL.mdcurl -fsSL "https://raw.githubusercontent.com/zhouwen-ai/moat-funnel/main/SKILL.md"# Moat-Funnel — 优秀公司筛选管线 (v2) ## What this skill is (and is not) This skill enforces **a single, non-reorderable elimination pipeline** for judging business quality. Its entire value is *discipline*: it makes you kill a candidate at the first failed gate and forbids you from rescuing a low-quality business with a cheap price, a strong management team, or any other unrelated strength. - It is **a decision-discipline executor**, not a research-report writer. - It outputs **a per-gate verdict**, not a balanced two-sided essay. - It produces **"passes / eliminated at stage N" judgments against a fixed rubric**, NOT buy/sell advice. State this boundary when relevant. The final call always belo